Dashboard sharing question

Hi to all, is it possible for a user to create a Dashboard and make it visible to another pipedrive's user in the same company? 

At the moment (a customer with essential plans) seems it's not possible. My client wants to be able to that an user can create a dashboard and other users (on the same account) can view and modify it.

Is it possible @Inês Batata ?

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hi @Marco Govoni !

    At the moment not yet. Both users will have to create the same dashboard individually, and the changes user A makes won't show up for user B. 

    An approximate alternative would be to shareable insights, but then the user can't drill down on the results.

    This is something that's in our backlog of ideas, and I've sent your feedback to the team to reinforce it. The hardest job is to prioritise all ideas and suggestions from all our customers. This one hasn't made the cut yet unfortunately. But stay tuned for news in the usual places!

  • Marco Govoni
    Marco Govoni Posts: 188
    100 Comments Second Anniversary 5 Likes Name Dropper
    edited September 2020 #3

    Hi @Marco Govoni !

    At the moment not yet. Both users will have to create the same dashboard individually, and the changes user A makes won't show up for user B. 

    An approximate alternative would be to shareable insights, but then the user can't drill down on the results.

    This is something that's in our backlog of ideas, and I've sent your feedback to the team to reinforce it. The hardest job is to prioritise all ideas and suggestions from all our customers. This one hasn't made the cut yet unfortunately. But stay tuned for news in the usual places!

    Thanks !

  • Josh Monifi
    Josh Monifi Posts: 58
    10 Comments Second Anniversary Name Dropper Photogenic
    edited February 2021 #4

    Yes! We need this, too!